Third View is an independent private wealth advisory firm serving high-net-worth and ultra-high-net-worth individuals and families. The firm provides personalized guidance designed to address the complex financial needs of significant wealth, with an emphasis on aligning advice with each family’s interests and goals. Its services include wealth management, trust and estate advisory, financial planning, tax advisory, private banking, institutional consulting, alternative investments, and multi-family office support.

Third View takes a holistic view of clients’ financial lives, helping coordinate investment, tax, estate, and philanthropic objectives. Its team researches, monitors, and manages investment ideas across public and private markets, including institutional-grade portfolios and private investment opportunities. Multi-family office services can include private banking coordination and consolidated investment and tax reporting, supported by a dedicated client service team.

The firm also shares financial insights and client stories covering topics such as business transitions, generational wealth, and professional athletes’ financial planning. Based in Westport, Connecticut, Third View positions itself as a long-term partner, offering sophisticated advice and attentive service to help clients navigate financial decisions and pursue their priorities.